Organisations, Customers and Contacts

HotH is used to support your customers. To view your customers navigate to Your Company > Customer:

In an IT Support environment, your customers will be individual internal users and usually loaded through LDAP Integrator. In a customer support environment, customers will be your client base. Customers can be added manually or by importing as CSV files.

Click here to read about Importing and Exporting data in HotH.

Example of a Customer record:

For customer support you may also want to record individual contacts. Go to Your Company>Contacts to view the summary of contacts, which can be set up independently or linked to a specific customer.

To link a Contact to a Customer, in the Contact record, simply select the appropriate Customer as shown below:

Contacts are normally added manually or by importing a CSV file of names.

For more complex systems, HotH can support 3 tiers of customer data. At the highest level this would be Organisation, underneath which there may be many Customers and then Contacts (which can be associated to either the Organisation or the Customer):

customer data hierarchy

To mark a customer as an Organisation, in the Customer record select Org as in the screenshot below:

customer level: org

Learn more about this topic by visiting the Your Company pages.


Still haven’t found what you’re looking for? Contact documentation@houseonthehill.com

Previous – FoldersNext – Products & Assets